ATLANTA, GA — (October 20, 2021) Phil Currie, Senior Vice President, Fulcrum Partners, a OneDigital Company, will be a featured speaker at the NAPA Nonqualified Plan Advisor Conference. Scheduled for October 24-26, 2021, the event, “Enhance | Expand | Differentiate” will be hosted in Dallas, Texas, at the Gaylord Texan Resort and Convention Center.
Presenting during General Session 5 on Monday afternoon, Phil, along with OneDigital Retirement Plan Consultant, Corby Dall, will present a Plan Sponsor Mock Annual Review. This hour-long, informative session will look at best practices for periodic plan reviews, including how to handle the balance that exists when an advisor is also a fiduciary to a qualified plan with the same plan sponsor.
“I am honored to be presenting during the NAPA Nonqualified Plan Advisor Conference, representing OneDigital and Fulcrum Partners,” said Phil. “As the nation bounces back from the pandemic, plan sponsors and participants have questions and planning needs like never before. Helping stabilize the financial wellness and retirement security of working Americans, and in turn strengthening and stabilizing organizations, are essential needs in today’s challenging workplace.”
Among the many other notable speakers are Rhonda Miller, SVP NQ Consulting, Prudential and Mike Brennan, Corporate Owned Life Insurance (COLI) Field Director, New York Life. Also representing Fulcrum Partners, a OneDigital Company, at the conference will be Managing Director Mike Powers and Adam Monson, Vice President of Retirement.
Retirement plan, wealth management or employee benefits advisors looking to enhance and differentiate their value proposition in a post-COVID world, can register for the conference at https://napanqdcforum.org/#Register.
To learn more about the opportunities of nonqualified deferred compensation plans, supplemental executive retirement plans (SERPs) and other incentive compensation and golden handcuff plans may contact Phil, Adam or any member of the Fulcrum Partners team at fulcrumpartnersllc.com/fulcrum-partners-team.
For updates on how organizations and executives can benefit from creative and customized nonqualified deferred compensation plan design, follow Deferred Compensation News.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.
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